Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
8,915
+187
+2% +$10.2K 0.14% 144
2025
Q1
$466K Buy
8,728
+1,442
+20% +$77K 0.14% 146
2024
Q4
$467K Buy
+7,286
New +$467K 0.14% 138